Something I am looking for for quite some time is setting permissions in Infopath forms (browser based). For example, I am building a kind of timesheet form in which several fields might not be accessible by the users but only someone from the financial services department.
I tried several things until I found this blogpost at the Infopath Team Blog. It is about user roles in a form.
[…] Without going much in detail, InfoPath roles is a functionality where you can define user tags like “Sales”, “Management” and utilize them in your form logic. This enables some very interesting scenarios in the forms space. For a detailed discussion on this topic, take a look at this MSDN lab. If you have worked with InfoPath 2003, you would notice that Roles have not changed much in 2007 […]
Read more in this blogpost about the three easy steps to configure this. One remark: in the post is said that you have to add an xml file as resource to the xsn file. At first I did not know how to add a file to a xsn file but I found out that it is possible by going to Tools > Resource Files > Add file.
Read more at the source.
Tags: browser based form, security
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